Advisor, Securities

Posted 2 Days Ago
Be an Early Applicant
Saint-Hyacinthe, QC
Junior
Fintech • Payments • Financial Services
The Role
As an investment assistant, you'll support advisors in managing securities accounts, tracking transactions, resolving administrative issues, and preparing documentation for client meetings. You'll handle queries, conduct research, and produce reports to ensure client satisfaction and compliance with policies.
Summary Generated by Built In

As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards. You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential. In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results. More specifically, you will be required to: 

  • Prepare the necessary documentation for member and client meetings

  • Manage the advisors’ calendars and voicemail

  • Complete account openings, forms and securities transactions as directed by the advisor(s)

  • Handle certain queries, perform the necessary research and propose solutions tailored to member and client needs

  • Take part in producing reports and statistics and preparing related documents.

What we offer* 

  • Competitive salary and annual bonus 

  • 4 weeks of flexible vacation starting in the first year

  • Defined benefit pension plan that provides predictable, stable income throughout retirement 

  • Group insurance including telemedicine 

  • Reimbursement of health and wellness expenses and telework equipment 

* Benefits apply based on eligibility criteria. 

What you bring to the table

  • General college diploma in a related field

  • A minimum of one year of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2024-12-31

The Company
Calgary, AB
40,858 Employees
On-site Workplace

What We Do

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News

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